First Personal Financial Services Vanguard Utilities ETF Transaction History
First Personal Financial Services
- $472 Million
- Q3 2024
A detailed history of First Personal Financial Services transactions in Vanguard Utilities ETF stock. As of the latest transaction made, First Personal Financial Services holds 6,230 shares of VPU stock, worth $1.1 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
6,230
Previous 6,183
0.76%
Holding current value
$1.1 Million
Previous $914,000
18.6%
% of portfolio
0.23%
Previous 0.21%
Shares
29 transactions
Others Institutions Holding VPU
# of Institutions
595Shares Held
12.3MCall Options Held
39.2KPut Options Held
20.4K-
Beacon Capital Management, Inc.1.03MShares$182 Million7.75% of portfolio
-
Morgan Stanley New York, NY963KShares$169 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC710KShares$125 Million0.01% of portfolio
-
Envestnet Asset Management Inc671KShares$118 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC615KShares$108 Million0.05% of portfolio